See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,923 | $92,703-13.8% | $82,719-3.4% | $134,475-40.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -9.15% | 944.92%-954.1pp | 701.18%-710.3pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,771 | $3,274-15.4% | $3,009-7.9% | $4,740-41.5% |
| Participant deferral / active EE | $2,771 | $4,802-42.3% | $4,395-37.0% | $6,400-56.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |